Lindsay Boyce, financial advisor Akron OH
93 score

Lindsay Boyce

CRD Number: 5345571
Current Firm: Mid Atlantic Financial Management, Inc.

Lindsay Boyce (CRD# 5345571) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Akron, OH and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Mid Atlantic Financial Managment, Inc. Akron, OH Jul 2010 - Current 6
Mid Atlantic Capital Corporation Akron, OH Jul 2010 - Current 6
Ubs Financial Services Canton, OH Aug 2009 - Jul 2010 < 1
Merrill Lynch Canton, OH Jul 2007 - Aug 2009 2
University Of Akron Akron, OH Aug 2004 - May 2009 4
Rosemont Country Club Fairlawn, OH Jul 2005 - Jul 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2010
Contact Info for Lindsay M. Boyce
Phone Number: 412-391-7077
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,765
    MILLIONS
  • Total Number of Accounts
    7,294
    ACCOUNTS
  • Average Account Value
    $241,931
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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